Domani Wealth, LLC

Domani Wealth, LLC is a registered investment adviser that offers investment advisory services to individuals, high net worth individuals, pension and profit sharing plans, business entities, trusts, estates, and charitable organizations. The firm provides discretionary or non-discretionary investment advisory services on a fee basis, with annual fees ranging from 0.10% to 1.25% of total assets managed. Financial planning and consulting services are also available on a fixed fee or hourly rate basis. The firm primarily allocates client assets among mutual funds, ETFs, individual equities, and debt securities based on designated investment objectives. Domani Wealth, LLC does not accept performance-based fees and acts as a fiduciary in clients' best interests. The firm recommends Charles Schwab as a custodian and may receive support services from Schwab without additional cost to clients. Clients are encouraged to review financial planning issues annually, and account reviews are conducted regularly. The firm does not vote client proxies unless agreed upon in writing. Domani Wealth, LLC does not foresee any financial conditions impairing its ability to meet contractual commitments. For any inquiries, clients can contact the Chief Compliance Officer, Scott D. Michael.